HighLevel 101
CRM management, funnel and website creation, and booking widgets all live in this HighLevel workspace, also known as an Account or Location.
What is a sub-account?
This HighLevel CRM record keeps a person’s name, phone number, and email together so the team can track and follow up with that person.
What is a contact?
The event that starts a HighLevel workflow—such as a form submission or appointment booking—is this workflow element.
What is a trigger?
This appointment status records that the client attended the meeting.
What is Showed?
This HighLevel tool guides contacts through a direct, step-by-step sequence of pages toward a focused goal such as lead capture or appointment booking.
What is a funnel?
Agency users first land in this view, where they manage system-wide settings and access Marketplace, Ideas, University, and Support.
What is Agency View?
We can use this to store a contact’s birthday, budget range, preferred contact method or even their utm parameters
What is a custom field?
This action pauses a contact until a duration, date, schedule, reply, contact action, or condition says it may continue.
What is the Wait action?
For a one-off holiday or special event, this availability setting overrides the calendar’s repeating weekly hours for that date.
What are Date-Specific Hours?
This feature allows you to test two different versions of the same funnel page to see which one gets more sign-ups or sales.
What is Split Testing (or A/B Testing)?
This reusable template captures selected configuration assets from one sub-account so they can be copied into new or existing sub-accounts.
What is a Snapshot?
Unlike a static list, this HighLevel contact view automatically adds or removes contacts as they meet or stop meeting its saved filters.
What is a Smart List?
This decision action evaluates contact data, routes the contact down condition-based paths, and supplies a None branch when no condition matches.
What is the If/Else action?
You connect this external Google or Outlook tool in your calendar settings to stop the system from double-booking the doc's calendars.
What is a Conflict Calendar (or External Sync)?
To make a GHL funnel visible on your own custom website address instead of a generic GHL link, you must configure this in your settings.
What is a Custom Domain?
This user type can access all client accounts under the agency, unlike an Account user, who is limited to selected accounts.
What is an Agency user?
This HighLevel visual workflow tool moves opportunities through defined steps such as Lead Capture and Qualification.
What is a pipeline?
DAILY DOUBLE!
When a contact meets a configured milestone such as a form submission or link click, this action can move the contact directly to the goal step and skip intervening actions.
What is the Goal Event action?
This specific GHL calendar type does not allow you to assign a specific system user or staff member to the meetings.
What is an Event Calendar?
This hidden Forms and Surveys field stores a preset lead source with a submission and on the contact record without asking the respondent to type it.
What is the Source field?
After changing a source sub-account, use this Snapshot action to capture its new or changed assets; simply loading the old Snapshot will not update it.
What is refresh a Snapshot?
An opportunity’s stage shows where it sits in the process; this default status means that no further action or follow-up is planned, rather than that the deal explicitly concluded unsuccessfully.
What is Abandoned?
This workflow setting lets a contact enter again after completing the workflow or being manually removed, but not while the contact is still active in it.
What is Allow Re-entry?
For this calendar type, HighLevel checks assigned team members’ availability in sequence and moves to the next member if needed; if nobody is available, the slot cannot be booked.
What is a Round Robin calendar?
This is the tracking snippet you paste into the funnel's Global Head Code settings to send page-view data back to Meta or Google.
What is a Pixel (or Tracking Code)?